Jillian Goelz

Jillian Goelz

Client Concierge

My Quote

“What you think you become. What you feel you attract. What you imagine you create” - Buddha

My Story

Jillian grew up in Maple Lake, MN with a love for sports and played volleyball, basketball, and softball. She went on to graduate from St. Cloud State University with a Bachelor of Science with a degree in Finance with the intent of pursuing a career in financial planning.

Jillian believes that finances are a huge part of our overall health and aims to help people have peace of mind in that area. She likes to be able to conceptualize a complicated subject like money in a way that is easy for people to understand and get excited about.

Jillian loves spending time with her family and friends doing various activities ranging from sports events, traveling, or just relaxing and enjoying some down time.

Three favorite words: Harmonious, Intentional, Respectful

You might bump into me...

  • On a patio in the summer with family and friends.
  • At a concert – I love live music.

You might catch me eating...

  • Anything spicy – it’s my favorite food group
  • Something that had a modification – I’m a picky eater

My why...

Growing up I didn’t have a strong idea of exactly what I wanted to do but the only thing I knew was that I wanted to help people. When it came time to go to college, I chose to be a dental hygienist because I had a love for science, but felt it was not the path for me. A little while after I realized that the positive impact I wanted to have on people’s lives was substantial and that’s why I chose financial planning. I like to listen to what people have going on and help them decide what is the next best move so they can create and accomplish their goals.

Live it List.

  • Visit the 7 Wonders of the World
  • Build my dream home
  • Take my whole family on a vacation

Education

Bachelor of Science from St. Cloud State University – Major in Finance

Our Team